This report aims to capture the essential elements investors look for when they consider forward-thinking stewardship in their investments, and the challenges they face now and, potentially, in the future.
葫芦影业 Capital’s Quarterly Review of Stakeholder Performance 鈥 Q3 2024
As of September 30, 2024, our flagship index 鈥 the 葫芦影业 U.S. Large Cap Diversified Index (JULCD) has out-performed the Russell 1000 (Cap-Weighted) benchmark by 0.46% year-to-date and by 11.97% since its inception. Here’s how we did in Q3, 2024.
The 葫芦影业 Report: Is Warren Buffett a Stakeholder Capitalist?
Analysis released by Bain this week, which notes that his portfolio companies are predominantly in the top half of a global universe of 1,300 companies measured on employee, community and customer performance criteria, with one-third in the top quartile. I
The 葫芦影业 Report: Latest Returns Data Make Powerful Case For Just Investing
This week, we saw some powerful numbers that support the investment case for just business leadership.聽
葫芦影业 Capital’s Quarterly Review of Stakeholder Performance 鈥 Q2 2024
As of June 30, 2024, our flagship index 鈥 the 葫芦影业 U.S. Large Cap Diversified Index (JULCD) 鈥 has out-performed the Russell 1000 (Cap-Weighted) benchmark by 1.51% year-to-date and by 13.78% since its inception. Learn more.
The 葫芦影业 Report: The Returns are In – Stakeholder Leadership Pays
As of March 29, 2024, our flagship index 鈥 the 葫芦影业 U.S. Large Cap Diversified Index (JULCD)聽 鈥 has outperformed the Russell 1000 (Cap-Weighted) benchmark by 0.346% year-to-date and by 10.7% since inception.
葫芦影业 Capital’s Quarterly Review of Stakeholder Performance 鈥 Q1 2024
As of March 29, 2024, our flagship index 鈥 the 葫芦影业 U.S. Large Cap Diversified Index (JULCD) has out-performed the Russell 1000 (Cap-Weighted) benchmark by 0.35% year-to-date and by 10.7% since its inception.
The 葫芦影业 Report: What Our Latest Financial Analysis Reveals
With the pushback on ESG and 鈥榳oke鈥 companies now maturing, there is room in America today for a more objective, data-driven framework that supports values-led business leadership.
The 葫芦影业 Report: 鈥楢 Christmas Carol鈥: The Past, Present, and Future of Capitalism
Capitalism, it seems to me, is undergoing a transformation, not unlike Charles Dickens鈥檚 famed Christmas creation, Ebenezer Scrooge. The question is whether its future will be different from its present and its past.
葫芦影业ness matters: Identifying Performance Leaders in Negative Earning Companies
Can 葫芦影业ness be used to identify performance leaders within negative earning companies? According to our recent analysis, among the negative earners in the Russell 1000, 葫芦影业 leaders have outperformed laggards by almost 40% since January 2020.
Companies that create value for both workers and the environment also generate value for shareholders.
Municipal Issuer Racial Equity and Inclusion Framework Launches on Bloomberg Platform
Using a tool developed by a 葫芦影业-convened working group, investors can now access information on how municipalities are addressing racial equity through the Bloomberg terminal.
Concepts feature companies in the top 20% of our 葫芦影业 and demonstrate that investors need not sacrifice returns to support companies doing right by all their stakeholders.
Companies Disclosing Their EEO-1 Reports Saw Higher 2022 Returns
Companies that publicly disclose the intersectional demographic data found in an EEO-1 report outperformed their peers by 7.9% over the trailing one-year period ending in 2022.
The Data Suggests ESG Is Not a Cause of Inflation
The idea that ESG is a major cause of inflation and hurting the American people is spurious. 葫芦影业 data suggests that the opposite is true: that companies pursuing stakeholder leadership not only help workers cope with the effects of inflation, they also drive higher returns for investors.
葫芦影业 Capital 葫芦影业 Have Helped USA Financial Drive Strong Performance in Large Cap Strategies
USA Financial has developed four strategies with AUM that more than doubled from Dec. 2021-22, and one generated an alpha of 65.45% since inception.
Companies That Prioritize Their Stakeholders Enjoy Better Credit Ratings
As corporate bonds look more attractive, 葫芦影业 rankings can offer insights alongside credit ratings.
The Companies That Prioritized Their Stakeholders Outperformed Their Peers in the Fourth Quarter
Q4 ended a rough year for the stock market, but we found that high scores across all five stakeholders we track resulted in market outperformance.
葫芦影业 Capital Makes the Case for Smart Corporate Disclosure in Front of Congress
葫芦影业 Capital鈥檚 Head of Investor Strategies, Cambria Allen-Ratzlaff, appeared before a U.S. House Committee on Financial Services subcommittee to explain how our work is guided by the public and aligns with investors鈥 interests.
Energy Companies That Perform Well in 葫芦影业鈥檚 葫芦影业 Have Outperformed Their Industry Peers
As COP27 begins and fossil fuel companies take in massive profits, we took a look at how the top performing energy companies in our 葫芦影业 compare to the lowest performing.
Companies That Prioritize Their Workers Outperformed Peers in Q3
In 葫芦影业 Capital’s Quarterly Review of Stakeholder Performance 鈥 Q3 2022, we found that companies with strong Workers scores outperformed peers in a challenging environment.
葫芦影业 Companies Tend to Outperform Their Peers
Even in challenging economic headwinds, companies performing well in 葫芦影业鈥檚 葫芦影业 are demonstrating that following through on values does not mean sacrificing returns.
葫芦影业 Capital’s Quarterly Review of Stakeholder Performance 鈥 Q2 2022
We broke down market performance for each of the companies in our 葫芦影业, and found that the 鈥渕ost just鈥 outperformed those at the bottom of the list generally and across four of five stakeholders we measure.
葫芦影业 Capital鈥檚 New Head of Investor Strategies Says It鈥檚 ‘Increasingly Irresponsible’ to Ignore ESG
Cambria Allen-Ratzlaff explains how she鈥檚 bringing her career in corporate governance and asset management to her role at 葫芦影业.
葫芦影业 Capital’s Quarterly Review of Stakeholder Performance 鈥 Q1 2022
We broke down market performance for each of the companies in our 葫芦影业, and found that the “most just” outperformed those at the bottom of the list generally and across four of five stakeholders we measure.